Nu Holdings Ltd.
NU- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001691493
In the last 90 days, Nu Holdings Ltd. insiders filed 0 open-market purchases and 3 sales; 860 institutions reported holding it in 13F filings for Q2 2026, worth $38.5B in total; 6 superinvestors hold it, including Lone Pine Capital and D1 Capital Partners.
13F holders, Q3 2025
Institutional positions in Nu Holdings Ltd. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 802
- +28 vs. Q2 2025
- Shares held
- 2.77B
- +49.5M (+1.8%) vs. Q2 2025
- Total value
- $44.3B
- +$7.06B (+19.0%) vs. Q2 2025
- New holders
- 116
- 350 more added
- Sold out
- 88
- 240 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 860 | $38.5B |
| Q1 2026 | 905 | $41.3B |
| Q4 2025 | 874 | $48.1B |
| Q3 2025 | 802 | $44.3B |
| Q2 2025 | 784 | $37.8B |
| Q1 2025 | 733 | $28.8B |
| Q4 2024 | 711 | $30.1B |
| Q3 2024 | 652 | $41.1B |
| Q2 2024 | 608 | $36.2B |
| Q1 2024 | 574 | $31.8B |
| Q4 2023 | 497 | $21.8B |
| Q3 2023 | 403 | $18.6B |
| Q2 2023 | 351 | $20.2B |
| Q1 2023 | 301 | $11.7B |
| Q4 2022 | 264 | $9.93B |
| Q3 2022 | 252 | $9.71B |
| Q2 2022 | 202 | $8.48B |
| Q1 2022 | 135 | $18.0B |
| Q4 2021 | 134 | $21.4B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Nu Holdings Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 5,712 | $91.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,767 | $92.3K | 0.01% | +612+11.9% | Added |
| Central Trust Co | 5,800 | $92.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6,285 | $100.6K | 0.02% | +5,540+743.6% | Added |
| NFJ Investment Group, LLC | 6,673 | $106.8K | 0.00% | +6,673 | New |
| Assetmark, Inc | 6,932 | $111.0K | 0.00% | −1,237−15.1% | Reduced |
| Ninepoint Partners LP | 6,995 | $112.0K | 0.02% | +6,995 | New |
| Saranac Partners Ltd | 7,330 | $117.4K | 0.02% | +7,330 | New |
| Tower Research Capital LLC (TRC) | 7,520 | $120.4K | 0.00% | −684,683−98.9% | Reduced |
| TD Waterhouse Canada Inc. | 7,324 | $128.0K | 0.00% | +972+15.3% | Added |
| Newbridge Financial Services Group, Inc. | 8,000 | $128.1K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 8,000 | $128.1K | 0.08% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8,678 | $138.0K | 0.07% | +8,678 | New |
| Aventura Private Wealth, LLC | 8,895 | $142.4K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,278 | $148.5K | 0.00% | +4,261+84.9% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $160.1K | 0.11% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 10,000 | $160.1K | 0.07% | +10,000 | New |
| GAMMA Investing LLC | 10,096 | $161.6K | 0.01% | +341+3.5% | Added |
| Aspen Grove Capital, LLC | 10,112 | $161.9K | 0.03% | −399−3.8% | Reduced |
| PharVision Advisers, LLC | 10,234 | $163.8K | 0.09% | −6,837−40.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,271 | $164.4K | 0.01% | +127+1.3% | Added |
| Numerai GP LLC | 10,305 | $165.0K | 0.02% | +10,305 | New |
| Pathway Financial Advisers, LLC | 10,443 | $167.1K | 0.05% | +10,443 | New |
| Ritholtz Wealth Management | 10,597 | $169.7K | 0.00% | +10,597 | New |
| Modern Wealth Management, LLC | 10,735 | $171.9K | 0.00% | +10,735 | New |
| Delta Asset Management LLC | 10,740 | $171.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,755 | $172.2K | 0.00% | −390−3.5% | Reduced |
| Wealth Alliance | 10,849 | $173.7K | 0.02% | +10,849 | New |
| VGI Partners Ltd | 10,875 | $174.1K | 0.01% | +10,875 | New |
| Shufro Rose & Co LLC | 17,045 | $174.5K | 0.01% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 11,000 | $176.1K | 0.20% | +11,000 | New |
| Riverbend Wealth Management, LLC | 11,000 | $176.1K | 0.12% | +11,000 | New |
| Stonekeep Investments, LLC | 11,294 | $180.8K | 0.11% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 11,455 | $183.4K | 0.02% | −120,703−91.3% | Reduced |
| Legacy Financial Advisors, Inc. | 11,850 | $189.7K | 0.03% | +11,850 | New |
| Norinchukin Bank, The | 12,084 | $193.5K | 0.00% | +12,084 | New |
| Covestor Ltd | 12,194 | $195.0K | 0.11% | +919+8.2% | Added |
| Sowell Financial Services LLC | 12,353 | $197.8K | 0.01% | −600−4.6% | Reduced |
| TriaGen Wealth Management LLC | 12,500 | $200.1K | 0.05% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,543 | $200.8K | 0.04% | +12,543 | New |
| Drive Wealth Management, LLC | 12,658 | $202.6K | 0.04% | +89+0.7% | Added |
| Fullcircle Wealth LLC | 13,100 | $207.0K | 0.07% | −375−2.8% | Reduced |
| Pensionmark Financial Group, LLC | 12,941 | $207.2K | 0.00% | +114+0.9% | Added |
| AssuredPartners Investment Advisors, LLC | 12,996 | $208.1K | 0.05% | −270−2.0% | Reduced |
| Wexford Capital LP | 13,000 | $208.1K | 0.06% | +13,000 | New |
| CAPROCK Group, Inc. | 14,135 | $209.2K | 0.01% | +14,135 | New |
| We Are One Seven, LLC | 13,153 | $210.6K | 0.00% | +1,424+12.1% | Added |
| Main Street Financial Solutions, LLC | 13,227 | $211.8K | 0.01% | −400−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 13,381 | $214.2K | 0.05% | −5,230−28.1% | Reduced |
| Scientech Research LLC | 13,412 | $214.7K | 0.07% | −8,520−38.8% | Reduced |
| Core Wealth Partners LLC | 13,500 | $216.1K | 0.10% | +1,000+8.0% | Added |
| EdgePoint Investment Group Inc. | 13,573 | $217.3K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 13,584 | $217.5K | 0.03% | +44+0.3% | Added |
| United Capital Financial Advisers, LLC | 13,629 | $218.2K | 0.00% | +929+7.3% | Added |
| Private Wealth Partners, LLC | 13,900 | $222.5K | 0.02% | 00.0% | Unchanged |
| Tuttle Tactical Management | 14,381 | $230.2K | 0.87% | +14,381 | New |
| Tectonic Advisors LLC | 14,566 | $233.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,645 | $234.5K | 0.00% | −300−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,712 | $235.5K | 0.00% | +155+1.1% | Added |
| Rafferty Asset Management, LLC | 14,879 | $238.2K | 0.00% | −1,323−8.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,931 | $239.0K | 0.00% | −22,618−60.2% | Reduced |
| FNY Investment Advisers, LLC | 15,000 | $240.0K | 0.08% | +11,658+348.8% | Added |
| Allspring Global Investments Holdings, LLC | 16,121 | $244.9K | 0.00% | +16,121 | New |
| PDS Planning, Inc | 15,404 | $246.6K | 0.02% | +2,371+18.2% | Added |
| Granite Group Advisors, LLC | 15,429 | $247.0K | 0.15% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,438 | $247.2K | 0.01% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 16,834 | $250.5K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 15,849 | $253.7K | 0.04% | −1,948−10.9% | Reduced |
| Polymer Capital Management (US) LLC | 15,988 | $256.0K | 0.03% | −8,066−33.5% | Reduced |
| Vancity Investment Management Ltd | 16,143 | $258.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 16,176 | $259.0K | 0.01% | +615+4.0% | Added |
| Parallel Advisors, LLC | 16,219 | $259.7K | 0.00% | +425+2.7% | Added |
| Horizon Investments, LLC | 16,256 | $260.3K | 0.00% | +16,256 | New |
| Matauro, LLC | 16,259 | $260.3K | 0.04% | −4,830−22.9% | Reduced |
| Garden State Investment Advisory Services LLC | 16,383 | $262.3K | 0.07% | +6,295+62.4% | Added |
| Paradice Investment Management LLC | 16,409 | $262.7K | 0.06% | +3,848+30.6% | Added |
| Park National Corp | 16,865 | $270.0K | 0.01% | +2,188+14.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,051 | $273.0K | 0.03% | +1,577+10.2% | Added |
| Fortis Capital Management LLC | 17,199 | $275.4K | 0.04% | +1,847+12.0% | Added |
| Chicago Trust Co NA | 17,271 | $276.5K | 0.04% | +1,355+8.5% | Added |
| Transcend Wealth Collective, LLC | 17,329 | $277.4K | 0.02% | +559+3.3% | Added |
| Wedbush Securities Inc | 17,388 | $278.0K | 0.01% | −47,247−73.1% | Reduced |
| R Squared Ltd | 17,758 | $284.3K | 0.12% | −2,962−14.3% | Reduced |
| Alberta Investment Management Corp | 17,900 | $286.6K | 0.00% | +17,900 | New |
| Smartleaf Asset Management LLC | 18,033 | $287.6K | 0.02% | +10,738+147.2% | Added |
| Canvas Wealth Advisors, LLC | 19,087 | $292.2K | 0.05% | +900+4.9% | Added |
| Aptus Capital Advisors, LLC | 18,384 | $294.3K | 0.00% | +399+2.2% | Added |
| Umb Bank N A | 18,498 | $296.2K | 0.00% | +7,385+66.5% | Added |
| Platform Technology Partners | 18,900 | $302.6K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19,007 | $304.3K | 0.01% | −1,385−6.8% | Reduced |
| Signaturefd, LLC | 19,095 | $305.7K | 0.00% | +3,554+22.9% | Added |
| Global Retirement Partners, LLC | 19,182 | $307.1K | 0.01% | +16,072+516.8% | Added |
| Ballentine Partners, LLC | 19,374 | $310.2K | 0.00% | +1,126+6.2% | Added |
| SRS Capital Advisors, Inc. | 19,752 | $316.2K | 0.00% | +8,359+73.4% | Added |
| Diametric Capital, LP | 19,775 | $316.6K | 0.12% | −4,328−18.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 19,816 | $317.3K | 0.01% | +4,014+25.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,865 | $318.0K | 0.01% | +556+2.9% | Added |
| Breakwater Capital Group | 19,865 | $318.0K | 0.05% | +1,941+10.8% | Added |
| Ameritas Advisory Services, LLC | 20,000 | $320.2K | 0.02% | +17,390+666.3% | Added |
| Perigon Wealth Management, LLC | 20,269 | $324.5K | 0.01% | +273+1.4% | Added |